Foundation Accounting and Reporting Staff

by ltfehl01 — last modified Jun 17, 2009 01:48 PM

The staff in this office are responsible for managing financial and investment matters for the UL Foundation, ULH, and QCCT; managing endowment and short term investments; accounting for gifts and endowments; and tax issues for the University and all affiliated entities, including preparation of Forms 990 and 990-T.

Controller's Office Service Account

Joe Gahlinger
Director, Investment and Financial Management.........8254

Directs and manages all Foundation financial and investment activities as well as all tax reporting for the University and its affiliates. Directs all short term investments for the University and Foundation. Provides or coordinates all support to the Foundation’s Finance Committee regarding investments; executes all investment decisions of the Foundation Board of Directors.

Kimberly Marley
Manager of Foundation Accounting........8251

Manager of financial reporting and accounting for the University of Louisville Foundation, Inc.: address and manage all tax related issues, including tax return preparation, for the University and its affiliated corporations.

Steven M. Sprague
Accountant III ......8247

Responsible for accounting of all gifts, endowments, and respective investment activity for the University of Louisville Foundation, Inc.; perform review and analysis of Foundation programs.

Lisa Hettinger
Accountant II ..........8252

Responsible for preparation of financial statements for the University of Louisville Foundation, Inc: perform review and analysis of Foundation programs; compile and prepare pertinent tax documents such as sales tax returns, 1099s, non cash benefits, etc.

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Foundation Accounting and Reporting Staff

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